ClockWork: Exclude Self When Booking Appointments for Others

How to exclude yourself from an appointment when booking for other staff members. Particularly useful for front desk staff members, who book appointments for counselors and does not need to be involved in the appointment itself.  In order to achieve this, you will need access to ClockWork Calendar application.

The purpose of this article is to show users how to exclude themselves from an appointment that they are booking for other staff members.  This is particularly useful in case of front desk staff members, who book appointments for counselors and does not need to be involved in the appointment itself.  In   order to achieve this, you will need access to ClockWork Calendar application.

In order to start, double click anywhere on the calendar to book an appointment and the new appointment booking window will appear

1. Navigate to the right-hand side of the new appointment booking window and click ‘Options’
2. Select and click ‘Change ‘ > Always include me’ from the dropdown list
3. In the new popup window, select one of three options according to your workflow:
   1. Selecting option A will always include you in all the appointments that you book while logged into your ClockWork account
   2. Selecting option B will only include you in the appointment if you have double clicked on your calendar when booking an appointment.  When booking the appointment on someone else’s calendar, the appointment will exclude you from the attendee list
   3. Selecting option C will never include you in the appointment attendee list for all the new appointments that you create in ClockWork